Orientation Process Proposal: This would be in a powerpoint, but to get started, I wanted to give you guys a high level of what my idea would look like
Welcome To Beyond Marketing: Orientation
Section 1: Beyond Marketing
Table of Contents
Employee Directory
Employee Bio's: personal and professional history, as well as a short, high level explanation of what they do for BM
The HOW
Fill Out New Employee Form
How does BM get clients?
Listen to a discovery call
Sales Call Demo
Department Overview
The CEO
Sales
CSM
Fulfillment
Operations
When An Offer Goes Through
Watch an Onboarding Call
Building the Campaign
Launch Call
Client Maintenance: what do we do after they are a client? Lead handling techniques, follow up etc
Our Programs: to include teachable links AND link that will provide new employee with links and passwords
Gmail and Gmail Calendar
Review the Drive
Monday.com set up
Slack
Chrome Download
LastPass
MOVE
Voxer
Loom
The Vision
Where do you come in? (Section can be customized for each department)
What is your role?
What can be expected from you?
Review 4R Document
The Patient Journey
Take new employee throught TEST funnels (if we have them, or instruct them not to fill it out)